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Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
For many, retirement includes contributing their time and talents to an organization in need.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Here's a breakdown of how the federal government spends your tax money.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator demonstrates the power of compound interest.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Do you know these three personal finance sayings?
Here’s a crash course on saving for college.
Smart investors take the time to separate emotion from fact.
Investors seeking world investments can choose between global and international funds. What's the difference?
Making the most of surprises is a great reason to work with us.
Women must be ready to spend, on average, more years in retirement than men.